Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $82.6B
1-Year Est. Return 23.2%
This Quarter Est. Return
1 Year Est. Return
+23.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16.7B
AUM Growth
+$680M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
787
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$92.3M
3
+$70.6M
4
CHK
Chesapeake Energy Corporation
CHK
+$62.4M
5
IQV icon
IQVIA
IQV
+$58.4M

Top Sells

1
+$127M
2
+$107M
3
+$71.2M
4
IMS
IMS HEALTH HLDGS INC COM STK (DE)
IMS
+$68.3M
5
GS icon
Goldman Sachs
GS
+$65.3M

Sector Composition

1 Financials 26.7%
2 Energy 12.08%
3 Healthcare 11.75%
4 Industrials 11.55%
5 Technology 11.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$201K ﹤0.01%
+3,624
602
$201K ﹤0.01%
+3,499
603
$197K ﹤0.01%
39,659
604
$196K ﹤0.01%
25,619
+12,700
605
$194K ﹤0.01%
17,218
+6,500
606
$192K ﹤0.01%
+40,300
607
$189K ﹤0.01%
11,750
-18,283
608
$179K ﹤0.01%
+1,190
609
$176K ﹤0.01%
10,562
-26,943
610
$171K ﹤0.01%
24,579
+12,185
611
$169K ﹤0.01%
29,630
-29,869
612
$168K ﹤0.01%
11,692
613
$161K ﹤0.01%
11,367
+367
614
$160K ﹤0.01%
17,689
+5,424
615
$144K ﹤0.01%
+10,000
616
$142K ﹤0.01%
10,000
617
$138K ﹤0.01%
6,722
618
$135K ﹤0.01%
+16,000
619
$130K ﹤0.01%
+19,602
620
$125K ﹤0.01%
+14,847
621
$114K ﹤0.01%
11,222
622
$102K ﹤0.01%
+11,700
623
$100K ﹤0.01%
+2,015
624
$98K ﹤0.01%
39,900
625
$98K ﹤0.01%
2,307
-560
23 24
25
26 27